In the News

Pierce: “Robo-Advisors…the Apple Watch of wealth management”

According to Corporate Insight, the total assets managed by 11 leading Robo-advisors reached $19 billion near the end of last year. Assets at these firms were up over 65% since April, 2014. The leading firms are Wealthfront ($2.2 billion in AUM); Betterment ($1.3 billion in AUM) and Personal Capital ($1 billion + in AUM.) By the way, Personal Capital is now available on the Apple Watch – really!